Financial Consultant

Experteer Overview In this role you serve Canadian high-net-worth clients from Fisher Investments, aligning their portfolios with a fiduciary, fee-only framework. You partner with decision-makers, research teams, and the sales group to deliver superior service. Through the training program, you deepen your capital markets knowledge and client-facing skills. This onsite position in Camas, WA focuses on asset allocation reviews and top-down strategy education, with growth supported by the internal sales team.

Compensation / Benefits

• Build trusting, professional relationships with Canadian clients
• Quarterly asset allocation reviews to track progress toward goals
• Educate clients on top-down portfolio strategy and market context
• Collaborate with sales team to grow your high-net-worth client roster Tasks
• CFA (passed any level)
• Series 65 (will assist with obtainment)
• 4+ years of portfolio management and client relationship experience
• Bachelor's degree
• Consultative, client-focused approach Key requirements
• 100% paid medical, dental and vision premiums for you and dependents
• 50% 401(k) match, up to IRS maximum
• 20 days of PTO, 10 holidays
• Family Support programs including caregiver leave and fertility/family-forming assistance
• Hybrid work-from-home option (subject to change)